TM Asset Management

I have been to see Tim on two occasions for advice about the best options for taking occupational pension benefits, once for myself and once for my sister in law. Our situations were different but in both cases Tim was fantastic, patiently explaining the options and pros and cons of each and helping us to make the right choices for our individual circumstances. We both felt very reassured after talking to Tim, and much better prepared for retirement. Both of us also discussed savings and investments with him. Tim listened carefully to our goals and attitudes around money, asked important and interesting questions to help us think more clearly, and did not try to push us into financial arrangements we were not comfortable with. He really tailored his advice to each of our individual situations and both of us felt much more confident after our meetings with him. I would thoroughly recommend Tim to anyone who is looking for friendly, individual financial advice with clear explanations, and I will definitely return to him next time I feel in need of help and guidance to make the most of my money. Thank you so much Tim!

I would highly recommend TM Asset Management. Tim has consistently provided sound financial advice, not only considering our financial goals but also offering a holistic approach that takes into account our immediate, short-term, and long-term aspirations. What truly sets Tim apart is his ability to understand the broader impact of financial decisions—he considers not just our financial wellbeing, but also how those decisions affect our emotional and mental wellbeing and family life. We’ve been working with Tim for the past 7–8 years and deeply appreciate his wisdom, care, and thoughtful guidance.

I highly recommend TM Asset Management for financial advice. Matt is extremely knowledgeable and professional, and explains your options in a very clear and easy to understand way. He will guide you through the maze of rules and regulations so that you end up where you need to be financially, and in really friendly and personable way. Excellent service!

Matt explained everything to me about transferring my pension as I wasn’t happy with my current provider. He explained in a way I understood and made me feel confident and comfortable in putting my pension with them without being pushy. I would certainly recommend Matt - he would definitely have your best interests at heart !

I was recommended to TM Asset Management by a family friend after I wanted some advice on how best to invest for the future. Tim was incredibly approachable from the start. Guiding us and advising us from the outset. We have built a real level of trust. I now have all my investments as I want and feel confident in the future thanks to the personalised plan they produced for me. I would recommend their services to anyone looking to do more with their money that the high street can offer.